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Home > Success Center > Storage Manager (STM) > SRM Profiler Administrator Guide > Using reports and schedules > Create a new report

Create a new report

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Updated: June 16, 2017

To create a new report, click through the menu tree down to My Reports. If you have not previously built a custom report, the message "There are no reports available" will appear on the screen.

To build a new custom report:

  1. Click New Report.
  2. To edit an existing custom report, click the edit icon.

  3. Choose the Scope of your report.

    For example, if you choose Enterprise, you can run reports that apply to all devices across the enterprise. If you choose Windows, you can only run Windows specific reports.

  4. Select Report Type. The report type defines the types of data you want to report.
  5. Click Continue.
  6. Select the fields you want for your report.
  7. Click Continue.
  8. Select the sorting, filtering and permission structures for this report.

    Structure Scenarios to consider:

    • You may sort according to any chosen statistic in ascending or descending order. Once the report is executed, you can dynamically change the sort.
    • Filters allow you to include or exclude statistics based on standard filter criteria (like, not like, >, >=, etc.). You can apply more than one filter to a query.
    • Rows per page set the default rows per page for this report. Permissions options include myself (only I can run the report), Group (all users in the groups I am a member of), or All (all users).
  9. Click Continue.
  10. Enter a name for the report.
  11. Click Save. The report now appears on the My Reports list.
 

 

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